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ESG fund managers' favourite international shares

Find out what top ESG fund managers reckon are the best international stocks
ESG fund managers' favourite international shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.

Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Top ESG Fund Managers' Favourite Global Shares

FUND BEST IDEAS: GLOBAL SUSTAINABLE
26/1/2022No. Funds
Microsoft Corp9
Thermo Fisher Scientific Inc7
Alphabet Inc Class A6
Apple Inc3
Linde PLC3
Schneider Electric SE3
Taiwan Semiconductor Manufacturing Co Ltd3
Adobe Inc2
ASML Holding NV2
AstraZeneca PLC2
Bank of America Corp2
KDDI Corp2
Mastercard Inc Class A2
NVIDIA Corp2
Roche Holding AG2
SVB Financial Group2
Synopsys Inc2
Visa Inc Class A2
Accenture PLC Class A1
Agilent Technologies Inc1
Airtac International Group1
American Tower Corp1
American Water Works Co Inc1
Amplifon SpA Az nom Post Frazionamento1
Anthem Inc1
Applied Materials Inc1
Autodesk Inc1
Booking Holdings Inc1
Cadence Design Systems Inc1
Clean Harbors Inc1
Compagnie de Saint-Gobain SA1
Corporacion Acciona Energias Renovables SA1
Danaher Corp1
Danone SA1
Endava PLC ADR1
Essity AB Class B1
Evoqua Water Technologies Corp1
Experian PLC1
Fresenius Medical Care AG & Co. KGaA1
Icon PLC1
Intuit Inc1
IQVIA Holdings Inc1
Keyence Corp1
Kornit Digital Ltd1
Laboratory Corp of America Holdings1
Lonza Group Ltd1
L'Oreal SA1
Mettler-Toledo International Inc1
Motorola Solutions Inc1
MSCI Inc1
Nestle SA1
Netflix Inc1
Nike Inc Class B1
Novartis AG1
Novo Nordisk A/S Class B1
PTC Inc1
Republic Services Inc1
Roche Holding AG Dividend Right Cert.1
Salesforce.com Inc1
Shopify Inc Registered Shs -A- Subord Vtg1
Taiwan Semiconductor Manufacturing Co Ltd ADR1
Tesla Inc1
Texas Instruments Inc1
The Descartes Systems Group Inc1
Waste Management Inc1
Waters Corp1
Zurich Insurance Group AG1

source: Morningstar

*based on top 5 holdings

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.